Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,424
Closed -$470K 530
2024
Q3
$470K Buy
2,424
+1,397
+136% +$271K 0.06% 328
2024
Q2
$238K Sell
1,027
-413
-29% -$95.7K 0.05% 357
2024
Q1
$311K Buy
1,440
+290
+25% +$62.5K 0.06% 320
2023
Q4
$298K Sell
1,150
-996
-46% -$258K 0.05% 202
2023
Q3
$552K Buy
+2,146
New +$552K 0.18% 122